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APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
976
Bank of Stockton
California
$518K -$43.3K -171 -8%
KSWWM
977
Keyes Stange & Wooten Wealth Management
Florida
$518K -$75K -296 -12%
ECM
978
Evergreen Capital Management
Washington
$516K -$52.5K -207 -9%
ILI
979
Invesco LLC (Illinois)
Illinois
$515K -$41.3K -163 -7%
IA
980
IFP Advisors
Florida
$513K -$74K -292 -12%
SIAP
981
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$513K -$184K -725 -26%
SPC
982
Spirepoint Private Client
Florida
$512K -$88.2K -348 -14%
BFP
983
Briaud Financial Planning
Texas
$509K – – –
HWMG
984
Harbour Wealth Management Group
South Carolina
$507K +$521K +2,054 New
TF
985
Tompkins Financial
New York
$504K +$1.77K +7 +0.3%
LFG
986
Larson Financial Group
Missouri
$501K -$137K -539 -21%
SCA
987
Stonebridge Capital Advisors
Minnesota
$499K +$253 +1 +0%
BC
988
Burney Company
Virginia
$497K -$39.5K -156 -7%
SSCM
989
Spectrum Strategic Capital Management
Oregon
$495K +$508K +2,005 New
BRWM
990
Blue Rock Wealth Management
North Carolina
$494K – – –
PWM
991
Partnership Wealth Management
Maryland
$494K – – –
MCM
992
Magnolia Capital Management
New York
$494K -$2.54K -10 -0.5%
C
993
Certuity
Florida
$490K -$87.7K -346 -15%
BWM
994
Bernicke Wealth Management
Wisconsin
$489K +$502K +1,981 New
CI
995
CX Institutional
Indiana
$487K +$24.1K +95 +5%
ABLA
996
Alan B. Lancz & Associates
Ohio
$487K – – –
ISWM
997
Independent Solutions Wealth Management
New York
$487K -$366K -1,445 -42%
DWM
998
Defined Wealth Management
Oregon
$487K -$5.58K -22 -1%
AB
999
ANB Bank
Colorado
$486K -$30.4K -120 -6%
BOPW
1000
Brandywine Oak Private Wealth
Pennsylvania
$483K -$22.8K -90 -4%
38 39
40
41 42